 We’re not just an association. We really are an RIA and a full platform for actually executing. Our advisors get access to the entire platform”Kent Smetters of Veritat Advisors |
Wharton Professor Gives Advisory Model Radical Makeover
Gil Weinreich | Advisor One, February 2012
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Summary: Kent Smetters, a Wharton Professor, has created a platform for advisors to be able to scale their practice while serving the underserved Middle America. Veritat is a platform that does the client scheduling, collection of client information, creation of the personalized plans and the portfolio management. The advisor must approve and can slightly alter before it is presented to the client.
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